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Pitney Bowes DM1000 manual Overview of Accounting Setup Procedures

Models: DM1000

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Overview of Accounting

The Account

Setup

Procedures

DM1000 Operating Guide

The information in this chapter describes how to set up the standard accounting package provided with your mailing system.

If you purchased the enhanced accounting package, BUDGET MANAGERTM , refer to the user documentation: SV60957.

If your system is connected to an AccuTrac SA system, refer to the user documentation: SV60955.

For information on your system’s accounting features or, if this is the first time you are setting up accounts and would like some examples of accounting structures and hierarchy, refer to Your Accounting System Features and Organizing Your Accounting at the end of this chapter.

The following is a list of all the account setup procedures for the standard package provided with your system. For details on each procedure, refer to the section number listed here.

1Viewing Accounts or Subaccounts

2Creating Accounts and Subaccounts

3Editing Accounts

4Setting an Accounting Period

5Turning Accounting On or Off

6Deleting Accounts

7Turning Account Password Protection On or Off

8Resetting (Clearing) All Accounts

9Turning Reset Individual Accounts On of Off

10Transferring Funds

11Setting the Station ID

12

Selecting an Accounting Type

7

SV60951 Rev. A

7-3

Image 98

Pitney Bowes DM1000 manual Overview of Accounting Setup Procedures

Contents

Page FCC Compliance Page Contents See Tabs Page Read This First Read This First This GuideOther Information Publications On the System Web Our Help DeskUsps Requirements Safety Requirements What You Need to KnowSafety Requirements Telephone Safety Meet the DM1000 Introducing the Mailing System Features and Benefits IntelliLink Control CenterCenter IntelliLink ControlModem Energy Star Compliance Postal Security DevicePrinter USB PortStacker Permits Advertisements and InscriptionsDM1000 Exterior Features DM1000 Operating Guide DM1000 Interior Print Engine Thickness AdjustmentRoll Tape Ink CartridgeDM1000 IntelliLink Control Center DM1000 Operating Guide Alpha Keyboard Fold Out Cover Main Screen Equipment Specifications Optimum Performance Material Specifications Envelope Specifications for DM1000 Not Drawn to ScalePage Mail In a Minute Preparing Your Mail How to Run MailMail In a Minute Running MailHow to Print a Postage Tape Printing a Postage TapePage Running Mail Running Mail Sample ScreenApplying Postage Running Mail Other Class Requirements International and Zip ZonesFeeding Mail or Printing Tape? Determining the Correct ModeChart a Printing on Mail Chart B Postage Tape Modes Chart C Mailpiece Modes with no Postage ApplicationPreparing Your Mail About Running MailSelect Seal and Print Feeding Mail Sealing MailStacking Mail About Printing Postage Tapes Running Your Mail and Tapes Mode Key PostageHow to Use Key In Postage While the machine processes the mail, the screenHow To Run Mail in the W-O-W Mode Mode Weigh-On-the WayUse the W-O-W mode when How to Use Weigh First Piece Mode Weigh First PieceUse the Weigh First Piece mode if Tions Select Weigh First PieceHow to Use Differential Weighing Mode Differential WeighingUse the Differential Weighing mode if Print tapes automatically On or OffHow To Enter Weight Manually Mode Manual Weight EntryUse the Manual Weight Entry mode if Select Manual Weight EntryHow to Use the Attached Scale Mode Attached ScaleUse the Attached Scale mode if Use the Attached Scale-AutoTape if Mode Attached Scale AutoTapeHow To Run Mail in the Attached Scale-AutoTape Mode Weighing Options Select Attached Scale-AutoTapeHow To Use the Print Permit Mode Mode Print PermitUse Permit mode if Select Print PermitMode Time Date Stamp Mode Seal Only No PrintingHow to Select An Account to Print Postage Selecting/ Deselecting an Account to Print PostageUsps ZIP/ Zone Codes How To Select a CountryHow To Enter a ZIP Code or a Zone Selecting a CountryHow to Advance or Omit Printing the Date/Day Meter Stamp Options Piece ID NumberAdvertisements Available How to Select or Deselect an AdvertisementMeter Stamp Options Advertisements Select Meter Stamp Options Select AdvertisementMeter Stamp Options Inscriptions How to Select or Deselect an InscriptionHow to Select the Meter Stamp Position Meter Stamp Options Print PositionPostage Calculation Using Confirmation Services OverviewConfirmation Service When To Use This Service DiscountsTracking Information on the Internet Using Confirmation Services Before Printing PostageAdding Services or Making Changes DM1000 Operating Guide Adding Confirmation Services After Printing Postage Editing, Deleting or Confirmation Services Records How To Edit or Delete Confirmation Service RecordsHow to Add Postage Adding Postage to a Piece of MailChanging the Date on a Piece of Mail How To Change the DateHow to Clear a Batch Count Clearing the Batch CountRunning Mail Mailing System Setup Mailing System Set Up Overview Mailing System Setup Select Adjust Display Contrast Setting the Display LanguageAdjusting Display Contrast and Volume Control Select Change LanguageSelect Time of Day Setting the Date and Time of Day Selecting AutoStartSelect Basic Settings Select AutoStart Current Time Date will advance after Daylight SavingTo password protect an operation Setting Up a Supervisor PasswordTo create a supervisor password Select Supervisor Set UpSetting Up a Lock Code Change Lock CodeScale/Rates Setting Up the Scale and Selecting RatesAttached Scale Motion Setting AutoScaleAutoclear Differential Trip WeightLocation Code Scale/RatesScale/Rates Select BMC Intra ZIP BMC Intra ZIPScale/Rates Select ZIP/Zone prompt Confirm Svc Barcode Prompt Add ZIPs to ZoneDiscount Code Scale/Rates Select Add ZIPs to ZonePostage By Setting UpPhone Set Up PhoneDialing Type Secondary PB #Machine Phone # Modem SoundDiagnostics Modem StringSetting the High Value Warning Configuring High/Low Funds WarningsSetting the Low Funds Warning Value Adding an Optional PrinterDisplay Sleep Configuring Low Ink Warning Configuring System TimeoutsTimeouts Select Basic Settings and then Timeouts Normal Preset TimerSelect Basic Settings and then Timeouts Select System Sleep Select Normal Preset TimerTurn Rollers off Immediately. Run until Stop key is pressed Feeding Timeout Timeouts Waiting for EnvTransaction Timeout Connect now Reschedule event Clear scheduled call Setting Up Scheduled Calls to Pitney BowesSelect Updates and Add-Ons Press the Custom Presets key Defining Custom PresetsHow to Define Normal Preset Values Press the screen key for Store Current Setting to PresetDM1000 Operating Guide Select Take Meter Out of Service Feature Code Enabling Taking the Meter Out of ServiceHow to View, Rename, or Delete Presets Adding Postage If you need assistance with Postage By Phone Postage By Phone Your Postage MeterRequirements Meter Inspections Checking Your Postage By Phone Account Balance. Follow Adding Funds to Your Meter. Follow this procedure to addRequirements Rekeying Managing Your Postage Funds Adding Funds to Your Postage By Phone Account. Refer toPostage ConnectingYour Meter to anDM1000 Operating Guide Adding Funds to Your Meter Select Quick Refill, or Other Refill AmountAdding Funds To Your Postage By Phone Account Click on Postage By PhoneMail Address Moving Your Mailing Machine To a New ZIP Code Adding FundsBy Phone Account View Scheduled Rate Update Calls To Pitney Bowes To View Scheduled Calls To Pitney BowesAccounting Setup Accounting Setup Overview of Accounting Setup Procedures Select Create Account How To View Account DetailsHow To Create a New Account How To Create a New Subaccount Or Subsubaccount Creating SubaccountsSelect Edit Account How To Edit An AccountEditing Accounts Select Accounting Period Setting an Account Period Turning Accounting On or OffHow To Set An Account Period Software How To Delete An AccountExample Industrial DesignPrint Report Reset All Accounts How To Reset Or Clear All Of Your AccountsHow To Turn On Reset Individual Accounts How To Transfer Funds from One Account to Another Transferring Funds/ Pieces from One Account to AnotherHow to Set the Station ID Setting the Station IDHow To Transfer Pieces Accounting Setup Subsubaccount User Friendly Testing Organizing Your AccountingEngineering Viewing and Printing Reports Hierarchal Reporting StructureReports Introduction How To View a ReportHow to Print a Report Selecting a Report Printing a ReportScreen Display ReportsSingle Account Report Single Account ReportMulti-Account Summary Multi-Account SummaryScreen Display System Printer Version Multi-Account Summary External Printer Version Screen Display Account SummaryLast 5 Refills Report Last 5 RefillsPrinted Report System Printer Confirmation Services Report System PrinterConfirmation Services Report Printed Report Attached PrinterAccount List Permit Mail ReportAccount List Report Printed Report Funds Report Funds ReportSystem Setup Report Error Report Error ReportData Capture Report Job ReportJob Report Maintaining and Updating How To Fill the Flap Moistener Bottle Maintaining and UpdatingHow To Fill the Tape Moistening Bottle Filling the Tape Moistening BottleChanging the Moistener Brush Cleaning the Moistener BrushHow To Clean the Moistener Brush Installing a Roll Tape How To Replace the TapeHow to Clean the Flap Array Sensors Cleaning the Deck SensorsCleaning Flap Array Sensors How To Replace the Ink Cartridge Replacing the Ink CartridgeHow To Print a Test Pattern Maintaining the Printer Print Test PatternCleaning Printer Nozzles How to Clean the Printer NozzleHow To Check the Printhead Checking the PrintheadHow To Change the Printhead Changing the PrintheadMaintaining and Updating Replacing Wiper Blade Assembly How To Replace the Wiper AssemblyUpdating Your System Art Card Ad/Inscription Update Update Using Your ModemTo update using your modem Troubleshooting Problem Possible Cause Solution Flap Moistening Problem Possible Cause Solution Tape System Remove Easily Tape ErrorTape Does Not MessagesGummed Tape Not Wet Problem Tape SystemPossible Cause Solution Adhesive Tape Gets WetIncorrectly into Problem Possible Cause Solution Mail Transport SystemMail Feeding MailingMail Feeding Incorrectly into the Mailing System Mail Transport Jam 10-10 SV60951 Rev. a Problem Possible Cause Solution IntelliLink Control Center No Response When RemovedBlank Screen From IntelliLinkIntelliLink Postage RefillFails with On or Off MailingPossible Cause Solution Weigh-On-the-Way W-O-W Errors Problem Possible Cause Solution Printing Problems Possible Cause Solution Printing Problem Possible Cause Solution Problem Adding Postage To the Phone Set Up PBP Phone Section in 5 Mailing SystemGetting Help Supplies and Options Ink Cartridges Maintenance KitsSeal Sealing Solution Pressure Sensitive TapeMeter Stamp With Inscription Ordering Accessories InscriptionsAdvertisements Sample Meter Stamp With AdvertisementPermits Usps Supplies Sample PermitsAppendix Glossary Glossary DM1000 Operating Guide See Postal Security Device DM1000 Operating Guide Usps Appendix B Operator Check List Chapter Meet The DM1000 Chapter Running MailChapter Adding Postage Mailing System SetupAccounting Setup Maintaining and Updating Chapter TroubleshootingChapter Reports Supplies and OptionsIndex Index Index Index Index Index Index Index Index Index